The 2026 National People's Congress and Chinese People's Political Consultative Conference have charted a clear course for the energy storage industry in the first year of the 15th Five-Year Plan period. New-type energy storage was included in the government work report for the third consecutive year and elevated to one of the country's six emerging pillar industries, transitioning from a supporting role for new energy to a core pillar of the new power system. With intensive policy support, maturing market mechanisms, and expanding application scenarios, the energy storage sector is entering a critical phase of high-quality development.

As the world's eighth-largest energy storage system provider and Hong Kong's leading AI energy storage and AI robotics safety company, GUOXIA TECH is well-positioned to capitalize on policy benefits through its comprehensive scenario coverage, global delivery capabilities, and technological innovation advantages. The company is expected to achieve dual improvement in both performance and valuation, anchoring itself in the trillion-yuan market landscape.

GUOXIA TECH has pioneered the innovative "Storage-as-Token" business strategy, positioning energy storage power as the foundational competitive advantage in computing cost structures during the AI era. This revolutionary concept addresses the core challenge of extreme cost reduction required by competitive pricing models like those of Zhipu AI and MiniMax. Through long-duration energy storage and intelligent dispatch systems, GUOXIA TECH enables computing centers to achieve precise peak-valley smoothing—absorbing excess green power during low-price periods and supplying computing operations during peak hours. This approach reduces energy costs per million tokens by over 40%, liberating computing centers from expensive peak electricity rates.

From GUOXIA TECH's perspective, energy storage facilities are no longer mere battery cabinets but strategic assets serving as "energy reservoirs" and "profit regulators" for AI computing centers. In the global AI race, energy storage has evolved from auxiliary infrastructure to crucial strategic assets. Partners collaborating with GUOXIA TECH on long-duration storage solutions gain "unlimited endurance" in global token price wars.

The 2026 Two Sessions not only set the tone for the 15th Five-Year Plan but also served as a "coronation ceremony" for the energy storage industry. National encouragement for state-owned enterprises to invest early in energy storage essentially represents a strategic move to secure energy dominance in the AI era—a national project safeguarding China's AI computing power.

GUOXIA TECH stands at the center of this historical progression with its full-scenario layout covering large-scale ground computing centers to edge computing nodes, providing full-stack high-density storage solutions. Its global supply chain advantages make it a bridge connecting China's low-cost energy technology with worldwide computing markets. As strategic partners like Zhipu AI and MiniMax rapidly gain market share, GUOXIA TECH's innovative "Storage-as-Token" model positions it to benefit deeply from policy tailwinds and market expansion.

The Two Sessions explicitly identified new-type energy storage as a national strategic core industry, setting targets of 180 GW installed capacity by 2027 driving direct investment exceeding 250 billion yuan. The government work report emphasized building a new power system, accelerating smart grid construction, developing new energy storage, and expanding green power applications. New directions like computing-power coordination, future energy systems, and zero-carbon parks further elevated energy storage's role from peak-shaving tool to foundational infrastructure for energy security, digital economy, and green transformation.

As a leading energy storage company in Hong Kong, GUOXIA TECH focuses on three core scenarios: generation side, grid side, and user side. Its product matrix includes large-scale, commercial/industrial, and residential storage systems. Having ranked eighth globally among energy storage system providers in 2024, the company operates in over 20 countries and regions including China, Europe, Southeast Asia, and Africa. Its core products and solutions align perfectly with the new power system construction, smart grid upgrades, and green power expansion outlined in the Two Sessions, making it a key industrial vehicle for implementing national storage strategy.

A critical policy breakthrough from the 2026 Two Sessions was the nationwide implementation of capacity pricing for independent new-type energy storage on the grid side. This establishes a triple revenue stream combining capacity compensation, electricity energy, and auxiliary services, fundamentally resolving industry pain points of underutilized storage projects and operational losses. This shift significantly improves project IRRs, transitioning the industry from policy-driven to market-profit-driven growth. Simultaneously, the elimination of mandatory storage allocation for new energy projects in favor of market-based selection pushes the industry from low-price competition to value competition, further highlighting leading companies' technological and cost advantages.

GUOXIA TECH's AI intelligent dispatch platform enhances system efficiency by 10-15% and reduces operational costs by over 30%, maximizing policy benefits. Its large-scale storage systems already achieve over 4 hours of duration, meeting priority compensation requirements for capacity pricing and enabling quick integration into grid-side projects. Its commercial/industrial storage products suit high-energy-consumption enterprises' low-carbon transformation and zero-carbon park construction, addressing growing market demand.

The Two Sessions explicitly supported diverse technological pathways including long-duration storage, sodium-ion batteries, and grid-forming storage. Storage exceeding 4 hours receives priority capacity compensation, making longevity, safety, and intelligence industry standards. With average storage duration currently at 2.58 hours projected to reach 3.47 hours by 2030, technological iteration is accelerating industry consolidation.

GUOXIA TECH follows policy guidance with large-scale storage systems offering 4-8 hour flexible configuration for new energy base scenarios. Deep AI integration enables intelligent dispatch and predictive maintenance, aligning with computing-power coordination needs. Intrinsic safety protection and thermal management technologies enhance system stability, while its core technology platform readily adapts to new technologies like sodium-ion batteries, securing early positioning in future markets.

The Two Sessions opened new application scenarios including computing-power coordination, low-altitude economy, and zero-carbon parks, expanding storage from renewable energy integration to computing power supply and industrial carbon reduction. Data center storage allocation, low-altitude infrastructure support, and high-energy-consumption enterprise transformation become key growth drivers.

GUOXIA TECH's full-scenario product matrix precisely matches new policy requirements: customized solutions ensure green power absorption and uninterrupted supply for computing centers, with multiple domestic projects already secured; mobile storage and fast-charging products meet low-altitude economic needs like eVTOL landing sites; integrated source-grid-load-storage solutions support zero-carbon park energy autonomy and industrial energy consumption control; grid-forming storage systems stabilize smart grid operations for virtual power plant applications.

The Two Sessions promoted upgrading energy storage industry chains from product exports to technology-solution-standard exports, making overseas markets core growth engines. Chinese energy storage companies' overseas orders grew over 130% in 2025, exceeding 23 GWh in January 2026 alone, with booming demand in Middle Eastern, European, and Southeast Asian markets.

GUOXIA TECH covers key markets with overseas brands and localized maintenance bases, possessing mature global delivery capabilities. High-protection, high-stability storage systems customized for Middle Eastern environments address massive regional energy transition demand. Products compliant with EU safety and carbon footprint standards have secured multiple overseas commercial and residential storage orders, with continued international market share expansion expected.

When global technology history turns to 2026, large language model competition will no longer focus solely on parameter scale and algorithm optimization. From Sam Altman's global fundraising for a $7 trillion chip empire to Jensen Huang's declaration that "AI's ultimate challenge is energy storage," a century-defining battle over "storage power as computing tokens" has erupted between China and the United States.

In this silent "token price war," electricity has transformed from secondary cost to decisive competitiveness determining AI industry survival. Whoever solves the dual challenge of ultra-low power prices and absolute supply stability will capture AI era's core allocation rights.

Current global AI competition has reached intense levels. While U.S. giants like OpenAI's GPT-4o and Claude 3.5 build high technical barriers with powerful computing clusters, Chinese models like Zhipu AI's GLM series and MiniMax's abab series launch unprecedented cost-reduction offensives through extreme commercial agility and cost control.

Data reveals stark contrasts: U.S. flagship models maintain high inference costs of 35-100 RMB per million tokens, while Chinese models have slashed prices to an astonishing 0.07-2.5 RMB range. This hundred-fold price difference stems not from algorithmic disadvantage but energy structure competition. U.S. computing centers face aging grids, high energy adjustment costs, and green power intermittency premiums. Chinese AI leaders' confidence in launching price wars relies fundamentally on emerging storage pioneers like GUOXIA TECH transforming expensive instantaneous power into cheap, controllable strategic assets behind computing centers.

The 2026 Two Sessions have crowned the energy storage industry with strategic importance, creating quadruple benefits of policy certainty, market mechanism maturity, application scenario expansion, and technological pathway upgrades. The sector enters a three-year golden development period of high-quality growth.

As the world's eighth-largest storage provider, GUOXIA TECH perfectly aligns with industry direction through comprehensive scenario coverage, revenue optimization capabilities, technological reserves, and global systems. Leveraging Hong Kong financing advantages, the company will continue expanding production capacity, deepening innovation, and exploring global markets. Amid new power system construction and worldwide energy transition trends, GUOXIA TECH is positioned for sustained high-speed growth as a core investment target combining certainty and growth potential in the trillion-yuan storage track.

Future global supremacy will be built on computing power, and computing sovereignty will be anchored in energy storage. GUOXIA TECH is working to exchange each kilowatt-hour of stored power for China's dominant voice in global token markets. Those who achieve lower power prices and stabler supply will capture AI's greatest opportunity. In the new landscape of trillion-yuan storage competition, GUOXIA TECH stands as AI energy storage's stabilizing force, supporting Chinese AI's global leadership ascent.